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Peak Retirement Planning’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Peak Retirement Planning’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$290K Buy
1,540
+2
+0.1% +$361 0.05% 146
2026
Q1 		$239K Buy
+1,538
New +$253K 0.05% 138

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Peak Retirement Planning's IUSG Position: Q2 2026 in Review

Peak Retirement Planning increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.13% in Q2 2026, buying an estimated $361 and bringing the position to 1,540 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #146.

Peak Retirement Planning first reported a position in IUSG in Q1 2026 and has held it in 2 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Peak Retirement Planning held 1,540 shares of iShares Core S&P US Growth ETF worth $290K as of Q2 2026.
  • Peak Retirement Planning bought 2 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $361.
  • iShares Core S&P US Growth ETF made up 0.05% of Peak Retirement Planning's portfolio in Q2 2026, its #146 holding.
  • Peak Retirement Planning first reported a position in iShares Core S&P US Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.